• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

  • Pages

  • View Heather Wietzel's profile on LinkedIn
  • Copyright 2012

Effectively Using a “Timeline” Slide

Posted on March 23, 2010 by Heather J. Wietzel

Over the next week or two, I plan to post ideas on ways insurance companies could strengthen their investor presentations.

To start, here’s an idea on making best use of timeline slides. A significant number of AIFA and NYSSA presenters included a timeline in their deck to illustrate the major events that built their company.

As this mock-up shows, companies can make their story more compelling by linking the events to a measure of the value created.

In addition, the headline could capture the strategic theme of the growth, e.g., diversification.

Advertisement

Filed under: AIFA, NYSSA | Tagged: , | 1 Comment »

  • Enter your email address to subscribe to this blog and receive email notification of new posts.

    Join 95 other subscribers
  • Follow InsuranceIR on Twitter

  • Recent Ideas

  • Ideas by Category

  • Ideas by Date

  • Ideas by Topic

    10-Q Accounting Conference Calls earnings release economy NYSSA podcasts Presentations Reserves ROE tactics targets timeline webcasts

  • InsuranceIR Home

    Please email InsuranceIR to learn more or return to the InsuranceIR home page to request additional information.
%d bloggers like this: